Royal Alliance Associates, Inc
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About this Advisor
Ronald Friedman is a certified financial planner based in San Diego, California. Currently a registered financial advisor with Royal Alliance Associates, Inc, Friedman has an impressive 28 years of professional experience in the financial advisory industry. Friedman has a Series 63 license, qualifying them as a securities broker. Friedman is registered to act as a financial advisor based out of California and Virginia. Throughout their career, Friedman has worked at Guardian Life Insurance Co. Of America, Royal Alliance Associates, Inc and Wealth Manager Group LLC. Royal Alliance Associates, Inc is headquartered in San Diego, California, and has 459 brick-and-mortar locations in the United States. Overall, Royal Alliance Associates, Inc manages $8 billion in assets across 30,657 accounts and employs more than 1,933 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Royal Alliance Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ronald Friedman Work History
Ronald has 28 years of experience.
Wealth Manager Group LLC
Royal Alliance Associates, Inc
Guardian Life Insurance Co. Of America
Ronald Friedman has no disclosures.
Please visit their SEC profile for more details.